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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,144 | $80,753-18.1% | $136,298-51.5% | $62,293+6.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.51% | 35.83%-17.3pp | 5156.27%-5137.8pp | 28.90%-10.4pp |
| Employer contribution / active EE | $5,294 | $2,884+83.6% | $4,696+12.8% | $2,042+159.2% |
| Participant deferral / active EE | $6,321 | $5,164+22.4% | $6,247+1.2% | $3,169+99.5% |
| Admin fee / account holder | $13 | $525-97.6% | $9,244-99.9% | $479-97.3% |